HomeMy WebLinkAboutAGENDA REPORT 1997 0716 CC REG ITEM 08ASTAFF REPORT
TO: Mayor and Members of the
Moorpark City Council I
FROM: RICHARD HARE
DEPUTY CITY
DATE: July 16, 1997
1/Y -755
ITEM Re -
CITY OF MOORPARK, CALIFORNIA
City Council Mating
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ACTION:
SUBJECT: City of Moorpark
Community Facilities District 97 -1
(Proposed) (Carlsberg Business Park Public Improvements)
BACKGROUND
On December 18, 1996, the City Council approved the recommendations of the City's
Financial Advisor and engaged the professionals necessary to proceed with the
preparation of documents related to the formation of the proposed Community
Facilities District No. 97 -1, Carlsberg Business Park Public Improvements (CFD 97 -1)
and the proposed issuance of Special Tax Bonds. CFD 97 -1 and the related Special
Tax Bonds will fund basic infrastructure for the business park /sub - regional retail
commercial portion of the Carlsberg site (Specific Plan 92 -1).
The District is expected to comprise approximately 40 acres of sub - regional
retail /commercial development and 33 acres of business park development. However,
the District may be expanded to 73 acres of sub - regional retail /commercial uses
consisting of a maximum of 795,000 square feet of retail /commercial space.
Alternatively, the business park uses may be expanded from 33 acres to 73 acres if
required to accommodate a single corporate headquarters or similar campus -style use.
Approximately 1,900,000 square feet of office buildings on the 73 acres would be
permitted in this configuration.
Tract 4973 subdivides the 73 acres within the District into Lots 1, 2 and 4, comprised
of 29, 11 and 33 acres, respectively. These three large lots may be further subdivided
into smaller lots to accommodate a variety of retail, commercial and business users.
The public improvements being financed with the proceeds from the sale of the Bonds
(the "Project ") are expected to include the construction of (including engineering and
design) power, telephone and gas utilities, street (including portions of Science Drive,
New Los Angeles Avenue and Spring Road), curb, gutters, sidewalks, hiking and open
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space trails, landscape, hardscape and striping, traffic signals, street signs and street
lights.
DOCUMENTS
The City Council is being asked to approve a number of Resolutions relative to the
formation of CFD 97 -1 and to authorize the issuance of Special Tax Bonds related to
the construction of certain public improvements.
The first Resolution is entitled "A Resolution of the City Council of the City of
Moorpark of Formation of City of Moorpark Community Facilities District No. 97 -1
(Carlsberg Business Park Public Improvements), Authorizing The Levy of a Special Tax
Within The District and Preliminary Establishing An Appropriations Limit For The
District." This Resolution restates certain matters that were previously adopted by
Resolution No. 97 -1280 entitled "A Resolution of the City Council of the City of
Moorpark of Intention to Establish a Community Facilities District and to Authorize the
Levy of Special Tax Pursuant to the Mello Roos Community Facilities Act of 1982."
In addition, the Resolution declares that those matters contained in the above - stated,
previously adopted Resolution were true and correct and that the City Council declares
that the District is complex, due to the facilities originally proposed to be financed and
that the rescheduling of the public hearing from April 2, 1997 to July 16, 1997 was
appropriate and that the Local Goals and Policies for Community Facilities Districts
adopted by Resolution No. 97 -1279 are in conformance with the proposed CFD 97 -1
and that certain boundary adjustments are hereby made.
In Addition, the Resolution also states that the improvements to be financed are
consistent with the Act. Furthermore, the Resolution directs the Finance Director to
take certain actions in regards to the preparation of a current roll of special tax levy
obligations and to estimate future special tax levies pursuant to the Act. (It should be
noted by the City Council that the City will contract with a special tax consultant to
prepare the annual tax levies. Such consultant fees, and other on -going City - related
expenses, will be a continuing obligation of the District, not of the City).
The second Resolution is entitled "A Resolution of the City Council of the City of
Moorpark Determining the Necessity to Increase Bonded Indebtedness Within the City
of Moorpark Community Facilities District No. 97 -1 (Carlsberg Business Park Public
Improvements)." This Resolution restates certain matters previously adopted by City
Council Resolutions No. 97 -1280 and No. 97 -1281. It also states the necessity to
incur bonded indebtedness in the maximum aggregate principle amount of $7,800,000
for a term not to exceed thirty (30) years.
The third Resolution, entitled "A Resolution of the City Council of the City of Moorpark
Calling Special Election," reiterates certain actions taken by the adoption of the two
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previously considered Resolutions. It calls for the City Council to call a special
election to consider the measure, describes how the election is to be held, and by
what method the balloting shall be accomplished. Given that the proposed District has
fewer than 12 persons, the City Council will make a determination that the qualified
electors are the landowners within the District.
In addition, the Resolution states that the City Clerk accepts the ballots of the qualified
electors in the City Council Chambers. It also states that the City Council finds that
the provisions of the numbers of minimum days following the adoption of the
Resolution of Formation have been met.
The fourth Resolution is entitled "A Resolution of the City Council of the City of
Moorpark Declaring Results of Special Election and Directing Recording of Notice of
Special Tax Lien." This resolution states that issues presented at the special election
were the incurring of a bonded indebtedness in the maximum aggregate principal
amount of $7,800,000, the levy of a special tax to be levied in accordance with the
"rate and method ", and that other related issues were approved by more than two -
thirds of the votes cast at said special election.
In addition, the Resolution states that the District is fully formed with the authority to
incur bonded indebtedness and to levy special taxes as provided in the preceding and
in the Act.
The fifth Resolution is entitled "A Resolution of the City Council of the City of
Moorpark Determining and Levying the Special Tax in Community Facilities District No.
97 -1 for Fiscal Year 1997 -98." This Resolution determines the special tax levy as
shown in Exhibit A, attached to the resolution. It also directs the County of Ventura
Auditor - Controller to prepare a real property tax statement for each parcel within the
District and to take certain other actions necessary for the future collection of taxes.
(Please note that Exhibit A is incomplete. The actual special tax numbers will be
handed out the to City Council prior to the meeting on July 16th.)
Prior to adopting the sixth and final Resolution, the City Council is being asked to
consider the first reading of "An Ordinance Levying Special Taxes Within the City of
Moorpark Community Facilities District No. 97 -1 (Carlsberg Business Park Public
Improvements)." This proposed Ordinance states by the passage of said Ordinance,
that the City Council authorizes the levy of special taxes within the District in
accordance with the adopted rate and method of apportionment set forth in a
previously adopted Resolution and hereby authorizes the Finance Director to take
certain actions related to determining the amount of the special tax and to implement
its collection.
The sixth and final Resolution to be considered by the City Council is also the final
action to be taken tonight relative to CFD 97 -1. The final resolution is entitled "A
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Resolution of the City Council of the City of Moorpark Authorizing the Issuance of
Special Tax Bonds of the City of Moorpark for Community Facilities District No. 97 -1
(Carlsberg Business Park Public Improvements), Approving and Directing the Execution
of a Fiscal Agent Agreement, and Approving Other Related Documents and Actions."
This Resolution simply states that the City Council has conducted certain proceedings
under the Act to form CFD 97 -1 and has authorized the levy of a special tax. It
further states that now that these actions have taken place, and that the City Council
is now authorizing the issuance of an aggregate principal amount not to exceed
$10,500,000 of Special Tax Bonds. In addition, the Fiscal Agent Agreement between
the City and First Trust of California National Association is hereby considered and
approved, the "bond purchase contract" between Miller and Schroeder Financial, Inc.
and Seidler- Fitzgerald Public Finance is also approved as well as the Official Statement
in the form presented.
RECOMMENDATION
1. It is recommended that the City Council approves the five above - presented
Resolutions and introduce the above - presented Ordinance for first reading.
2. Schedule another City Council meeting on July 23, 1997 (which is seven (7)
days after the first reading of the Ordinance) for its second reading.
3. The City's Special Tax Consultant, Bond Counsel and Financial Advisor will be
at the meeting to answer any questions and to assist the City Council through
the public hearing process.
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